Divorcepath + Zapier Integration API Documentation
1. Overview
Divorcepath's integration with Zapier unlocks the power of automation for your legal practice, enabling you to connect Divorcepath to over 3,000 apps without writing a single line of code. This seamless integration facilitates the automation of repetitive tasks across various software platforms, including legal practice management, accounting, and client intake management systems. By leveraging this integration, you can streamline your workflows, save time, and ensure consistency across all your legal processes.
2. Authentication
Authentication Type: Webhook-based authentication via SVIX.
Connecting Divorcepath to Zapier:To connect your Divorcepath account to Zapier, you'll need to generate an API key from Divorcepath. Follow these steps:
- Log in to your Divorcepath account.
- Navigate to the API settings section and generate a new API key.
- In Zapier, choose to create a new Zap and search for Divorcepath.
- When prompted, enter your Divorcepath API key.
This process will authenticate your Divorcepath account, allowing it to communicate with Zapier and trigger automated workflows.
3. Triggers
Triggers in Divorcepath initiate workflows in Zapier. Below is a list of available triggers and their descriptions:
- USER_CREATE (
user.create
): Initiates when a new user account is created. Ideal for client onboarding processes. - USER_UPDATE (
user.update
): Fires when a user's details are updated, useful for maintaining up-to-date client records. - USER_DELETE (
user.delete
): Occurs when a user account is deleted, helping in managing user data accurately. - CLIENT_CREATE (
client.create
): Activates when a new client is added, triggering workflows for client management. - CLIENT_UPDATE (
client.update
): Triggers when client details are updated, ensuring all connected systems are synchronized. - CLIENT_DELETE (
client.delete
): Initiates when a client is removed, aiding in keeping client lists current. - SUPPORT_CALCULATION_CREATE (
calculation.create
): Fires when a new support calculation is created, useful for financial planning and updates. - SUPPORT_CALCULATION_UPDATE (
calculation.update
): Occurs when a support calculation is updated, keeping financial records up-to-date. - SUPPORT_CALCULATION_DELETE (
calculation.delete
): Activates when a support calculation is deleted, ensuring accurate financial management. - DOCUMENT_CREATE (
document.create
): Triggers when a new document is created, streamlining document management workflows. - DOCUMENT_UPDATE (
document.update
): Fires when document details are updated, maintaining current document libraries. - DOCUMENT_DELETE (
document.delete
): Occurs when a document is deleted, assisting in document organization and management.
4. Setting Up a Zap
To set up a Zap using Divorcepath as the trigger, follow these steps:
- Choose Your Trigger Event: In Zapier, create a new Zap and select Divorcepath as the trigger app. Choose the specific event you want to trigger the workflow.
- Connect Your Divorcepath Account: Use your API key to authenticate your Divorcepath account in Zapier.
- Set Up the Trigger: Customize the trigger by selecting any specific filters you require, such as triggering only for certain types of documents or client updates.
- Choose the Action App: Select the app where you want to perform an action based on the trigger (e.g., CosmoLex, Gmail, Google Sheets) and connect it to Zapier.
- Map Trigger Data to Action: Define how data from Divorcepath should map to fields in the action app. This might include client names, document details, or calculation results.
- Test Your Zap: Ensure the Zap works as expected by testing the trigger and action. Adjust settings if necessary.
- Name and Turn On Your Zap: Finally, give your Zap a name that clearly describes its function, and turn it on.
5. Advanced Features
Explore advanced features like customizing webhook payloads or setting specific event filters to tailor the integration to your unique workflows. Contact Divorcepath support for guidance on utilizing these advanced features.
6. Troubleshooting and Support
Common Issues:
- Authentication errors: Ensure your Divorcepath API key is correctly entered in Zapier.
- Trigger not firing: Check that the event criteria are met and that there are no filters blocking the trigger.
Support Channels:For further assistance, contact Divorcepath support via email ([email protected]) or visit our support center for FAQs and troubleshooting guides.
7. Use Cases
- Automating Client Onboarding: Automatically create tasks in CosmoLex when a new client is added in Divorcepath, streamlining the onboarding process.
- Email Notifications for Team: Send automated email notifications to your legal team whenever a support calculation is updated, keeping everyone informed.
- Client Intake Management: Update a client intake spreadsheet automatically when a new user is created, enhancing your client intake process.
This documentation provides a comprehensive guide to integrating Divorcepath with Zapier, enabling you to automate and optimize your legal practice workflows.